See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,711 | $99,341-97.3% | $84,750-96.8% | $273,961-99.0% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $663 | $4,214-84.3% | $3,574-81.4% | $4,869-86.4% |
| Participant deferral / active EE | $1,855 | $4,269-56.5% | $3,712-50.0% | $5,287-64.9% |
| Admin fee / account holder | $11 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |